Accurate Wealth Management, LLC Ishares 0 5 Year High Yield CO Transaction History
Accurate Wealth Management, LLC
- $688 Million
- Q4 2025
A detailed history of Accurate Wealth Management, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,371 shares of SHYG stock, worth $229,502. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,371
Previous 5,020
6.99%
Holding current value
$229,502
Previous $217,000
5.53%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SHYG
# of Institutions
617Shares Held
140MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A614MShares$598 Million0.1% of portfolio
-
Assetmark, Inc11.1MShares$472 Million1.05% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.3MShares$440 Million1.24% of portfolio
-
Bramshill Investments, LLC Naples, FL8.69MShares$371 Million28.29% of portfolio
-
Personal Capital Advisors Corp8.07MShares$345 Million1.6% of portfolio